Introduction to order entry

The Call On Demand Order Entry window is used to record a customer’s request for the pickup and delivery of fuel. To access the window, go to Application > Call On Demand Order Entry.

image1 See it in action - Call On Demand Order Entry overview

image1 See it in action - Working with notes in Call On Demand Order Entry

The primary information recorded for an order includes:

  • Pickup and delivery locations

  • Scheduled pickup and delivery dates and times

  • Commodity and how it is classified

  • Revenue classifications

  • Company that will be billed for the order

  • Any load requirements that resources must satisfy

You cannot calculate billing charges or pay in Fuel Dispatch. All rating occurs in Invoicing and Settlements, respectively.

The Call On Demand Order Entry window is used to record a customer’s request for the pickup and delivery of fuel.

image2

The sections of the Call On Demand Order Entry window are described below.

Section

Function

Order header

The header is used to record the Bill To, revenue classifications, order header reference numbers, and free-form remarks. It also displays the status of the order.

Freight information

By default, the freight information is presented in two sections:

  • Freight detail header

    You enter information about the store receiving the delivery and key dates. This section is always shown.

  • Freight tab

    By default, when you create an order, this tab displays one row that you use to identify the commodity, quantity and other information about the commodity. If you want to ship more than one commodity, you must add and complete a row for each additional commodity.

Stop details

The stop detail area lists all of the billable and non-billable stops recorded for the trip. You also can use it to start and complete the trip.

Load Requirements

You can record special criteria that resources must or should have in order to be assigned to the order. If a resource does not meet a must have requirement, the system will prevent dispatch.

Notes

The Notes tab provides a quick view of the notes that are associated with the order and access to the Notes window.